Jenny Guldseth signed AZOA Services Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AZOA Services Corporation's EIN is 75-1723041.
Download the official 2023 Form 5500 (PDF) for AZOA Services Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)AZOA Services Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $461K | — |
| ALIGHT FINANCIAL ADVISORS, LLC | 82-1061233 | — | NONE | $424K | — |
| ALIGHT FINANCIAL SOLUTIONS, LLC | 82-1061233 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURCIO WEBB LLC | 36-4171366 | — | NONE | $46K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $35K | — |
| AON CONSULTING | 36-3051915 | — | NONE | $24K | — |
| FAEGRE DRINKER | — | MINNEAPOLIS, MN | NONE | $7K | — |
| PERSHING LLC | 13-2741729 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX-INST+ | Mutual Funds | — | — | $439.6M | 22.4% | |
| VANGUARD TOT INT ST IDX-INST | Common Collective Trusts | — | — | $134.4M | 6.8% | |
| HARRIS ASSOCIATES L.P. OAKMARK EQUITY & INCOME-INV | Other securities | — | — | $129.5M | 6.6% | |
| DODGE & COX DODGE & COX STOCK | Mutual Funds | — | — | $129.1M | 6.6% | |
| VANGUARD MID CAP INDEX-INST | Mutual Funds | — | — | $124.5M | 6.3% | |
| T.ROWE PRICE GRWTH STOCK TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $117.3M | 6.0% | |
| FIAM BROAD MARKET DURATION FIDELITY INSTL ASSET MGMT TRUST COMPANY · EIN 20-4659714 / PN 012 | Common Collective Trust | — | — | $93.1M | 4.7% | |
| SELF DIRECTED BROKERAGE ACCOUNTS SDA ASSETS CUSTODIED AT CSFB | Self-Directed Brokerage | — | — | $82.6M | 4.2% | |
| BLACKROCK, INC. BLACKROCK ADV S/ C CORE- K | Common Stocks | — | — | $79.0M | 4.0% | |
| S DIMENSIONAL FUND ADVISORS LP DFA INTERNATIONAL VALUE | Mutual Funds | — | — | $75.9M | 3.9% | |
| SEI TRUST COMPANY GALLIARD SHORT CORE FUND F | Common Stocks | — | — | $63.7M | 3.2% | |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC PIMCO TOTAL RETURN FUND-INST | Mutual Funds | — | — | $63.3M | 3.2% | |
| STABLE VALUE FUNDS SEI TRUST COMPANY GALLIARD INTERMEDIATE CORE FUND A | Stable Value | — | — | $46.1M | 2.3% | |
| SEI TRUST COMPANY GALLIARD INTERMEDIATE CORE FUND L | Common Stocks | — | — | $45.6M | 2.3% | |
| JPMCB SMARTRETIREMENT DRE 2045 FUND JPMORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $42.0M | 2.1% | |
| JPMCB SMARTRETIREMENT DRE 2035 FUND JPMORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $41.5M | 2.1% | |
| JPMCB SMARTRETIREMENT DRE 2030 FUND JPMORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $39.4M | 2.0% | |
| JPMCB SMARTRETIREMENT DRE 2040 FUND JPMORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $37.9M | 1.9% | |
| JPMCB SMARTRETIREMENT DRE 2025 FUND JPMORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $37.5M | 1.9% | |
| JPMCB SMARTRETIREMENT DRE 2050 FUND JPMORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $35.5M | 1.8% | |
| JPMCB SMARTRETIREMENT DRE INCOME JPMORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $26.3M | 1.3% | |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC PIMCO INCOME FUND-INS | Mutual Funds | — | — | $23.7M | 1.2% | |
| JPMCB SMARTRET DRE 2055 FUND JPMORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $21.2M | 1.1% | |
| J.P. MORGAN ASSET MANAGEMENT JPM SMARTRETIREMENT 2055 | Other securities | — | — | $21.2M | 1.1% | |
| TO 8.57%. | Bonds / Notes | — | — | $9.7M | 0.5% | |
| JPMORGAN CHASE BK NA CMNGLD TR 2060 JPMORGAN CHASE BANK, N.A. · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $6.6M | 0.3% | |
| J.P. MORGAN ASSET MANAGEMENT JPM SMARTRETIREMENT 2060 | Other securities | — | — | $6.6M | 0.3% | |
| SEI TRUST COMPANY SHORT-TERM INVESTMENT FUND A | Common Stocks | — | — | $3.4M | 0.2% | |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $2.7M | 0.1% | |
| EB TEMP IVN FD VAR RT 12/31/49 FEE CL 12 | Other securities | — | — | $2.7M | 0.1% | |
| Fixed Annuity Contract * ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA ALLIANZ LIFETIME INCOME ANNUITY | Common Stocks | — | — | $2.3M | 0.1% | |
| SHORT-TERM INVESTMENT FUND A SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD INTERMEDIATE CORE FUND A SEI TRUST COMPANY · EIN 52-2250963 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD SHORT CORE FUND F SEI TRUST COMPANY · EIN 52-2252204 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD INTERMEDIATE CORE FUND L SEI TRUST COMPANY · EIN 27-6635237 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
